Business Execution Consultant, Estate Care Center

Company: Wells Fargo
Location: Saint Louis
Posted on: January 25, 2023

Job Description:

About this role:

Wells Fargo is seeking a Business Execution Consultant in the Estate Care Center as part of Consumer and Small Business Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com .

The Estate Care Center provides streamlined case-management and processing to coordinate the settlement of accounts for the successors and legal representatives of deceased Wells Fargo clients. The Estate Care Center supports all groups and products by coordinating/managing estate-related initiatives to support business imperatives and regulatory and risk requirements.

This role is responsible for supporting this growing organization by assisting in the design and implementation of corrective actions, new processes, procedures, and technology, and supporting on-going efforts to continually improve the process and ensure the group is meeting all legal and regulatory requirements.

In this role, you will:

* Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
* Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
* Determine areas of strength or Business Execution opportunity within defined scope of work
* Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
* Utilize independent judgment to guide moderate risk deliverables
* Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
* Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
* Collaborate and consult with leaders and executive management
* Provide work direction to less experienced Strategy and Execution staff

Required Qualifications:

* 2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

* Demonstrated experience as a trusted advisor with the ability to build effective relationships with multiple partner groups across the enterprise.
* Experience in managing complex issues and corrective actions
* Experience working with internal and/or external auditors
* Ability to initiate action and manage change while uniting diverse opinions.
* Ability to understand and operate successfully in a complex, heavily matrixed corporate environment.
* Experience leading complex projects and initiatives.
* Demonstrated sense of urgency, passion for results, and personal accountability for achievement.
* Estates or deceased-customer processing experience
* Brokerage experience
* Experience/knowledge of Brokerage/Wells Fargo Advisor systems, including BETA, SmartStation, Service Request, BPM
* Experience in process/procedures/policy writing and development
* Demonstrated success as a strategic thought leader in driving complex initiatives
* Excellent verbal, written, and interpersonal communication skills
* Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
* Strong analytical skills with high attention to detail and accuracy
* Ability to present results of analyses and recommendations to senior leaders
* Ability to negotiate, influence, and collaborate to build successful relationships
* Business Process Management experience, including process mapping
* Agile experience

Job Location:

* 2801 Market St., SAINT LOUIS, MO 63103

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Keywords: Wells Fargo, St. Louis , Business Execution Consultant, Estate Care Center, Accounting, Auditing , Saint Louis, Missouri